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How to find Agents with no Assigned Company
How to find Agents with no Assigned Company
Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over 2 months ago

New agents are able to type in a name for their company on the order page, however you will need to assign them to a company inside the admin portal. Assigning an agent to a company will associate them with a company and potentially any company assigned order pages.


1. Click on Clients…

2. Click on Agents

Click on Agents

3. Type "user entered"

4. The system will sort to show all agents without a company assigned

The system will sort to show all agents without a company assigned

5. To assign a company click the Manage icon

To assign a company click the Manage icon

6. Click on Switch Company

Click on  Switch Company
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